Eight Principles of Strategic Wealth Management
by Stuart E. Lucas

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Eight Principles of Strategic Wealth Management

Stuart E. Lucas is an unusual financial advisor: a wealthy man who dispenses advice on building wealth. He is a fourth-generation heir to the Carnation fortune; Carnation, which made products like evaporated milk and non-dairy creamers, was a family-owned business before Nestle bought it in 1985. Moreover, Lucas is chairman of Wealth Strategist Network, an organization that helps wealthy families manage their fortunes. In an excerpt from his book, Wealth: Grow It, Protect It, Spend It and Share It, published by Wharton School Publishing, he summarizes his guiding principles.

Download the excerpt here in .pdf format.

Reprinted for The NetWork by permission. Full article can be viewed via Knowledge @ Wharton

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